Email Integration
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EmailFolderOptions


The Folders and Integration options for email is where the Inbox and the Sent items folder are set for the user. In addition, you can set the default History Types to use when integrating email. 123 Sync uses the Integration Starting Date and the base date for integration of Emails with Act!.

If you have contacts that you do not want email integrated with, enable the "Exclude Integration with Contacts with this field set" and set a value on a field when you do not want emails to be integrated. In the example above, all contacts with the value "DNI" in the User 1 field are ignored when integrating Emails.

Options
·Integration Starting Date. This field determines when integration of emails should start. If the SendOn date on the email is earlier than the date specified, it is then integrated, otherwise it is ignored. That prevents old emails from being integrated.  
Auto-Update of Email Integration Date Enabled. When this option is enabled, the integration date is set every time a sync is run and an email integration succeeds. This speeds up email integration since the date keeps moving up and only more recent emails are integrated.  
·Extract Email Text to History Details.  
·Scan Subfolders: enable or disable to the scanning of subfolder in Outlook/Exchange  
·Attach Email To the Contact: enable/disable attaching the email to the history item in Act!.  
·Attach Email to Company: enable/disable attaching the email to the history item for the Company linked to the contact. So there is a history of the company emails as well.  
·Default Inbox History Type. This option indicates what history type to use when integrating the inbox.  
·Default Sent Items History Type. This option indicates the default history type when integrating the Sent Items email  
·Scan Email Category Field for History Type. When enabled, 123 Sync scans the Categories field for a history type to use.  
·Do Not Integrate Email if Categories Field is Empty. When enabled, only emails with a value in the categories field is integrated.  
·Record Manager Settings: This indicates what record manager will show for the history item in Act!.  
·Use Act! Username as Record Manager  
·Use Act! Login as Record Manager  
·Use Another User as Record Manager  
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